21

Italy “autofattura” layout – Italian fiscal requirement

The idea is to have a standard layout “autofattura” for the purchase of services from Extra European vendors. Following this path Account payable > Inquires and report > Invoice > Invoice journal. The customer asks which “autofattura” layout document to use for the “autofattura” for vendors of E...

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Category: Accounts Payable (363)

STATUS DETAILS
Needs Votes
21

Invoice approval (using the breakdown of voucher): Financial dimension should be defaulted from the vendor record

When a user opens the vendor invoice approval and work in the lower area, then the financial dimensions are defaulted from the vendor record. It would be nice when the breakdown of voucher is opened in the invoice approval journal, the financial dimensions should also be defaulted from the vendor...

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Category: Accounts Payable (363)

STATUS DETAILS
Needs Votes
21

Report to show invoices failed 2- or 3-way matching process (with approvers)

The idea is to give users the ability to filter out all invoices that did not pass (fully and partially) the matching process. Ideally, it should be a report where users manually approved the invoices are visible. Alternatively, "Invoice history and matching details" functionality can be improv...

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0 Comments

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Category: Accounts Payable (363)

STATUS DETAILS
Completed
Ideas Administrator

Plan to add a tile on the Invoice entry workspace that shows invoices that failed matching validation. Drill down into list page that can be exported.

21

AP Simulate posting on pending invoices to preview any error message before workflow completion

The simulate posting is very helpful for all General journals / Invoice journals / Payment journals / FA journals to preview any error message. In the case you are using AP automation and pending invoices for all types of invoices, the simulate posting button is not available. Having this woul...

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1 Comments

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Category: Accounts Payable (363)

STATUS DETAILS
Completed
21

The Actual Sales Tax amount field should not be reset after the Posting Profile is updated

When the actual VAT amount is different than the calculated VAT amount, inside an invoice register journal in D365. and the posting profile is than updated (changed) - the value in the Read more...

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Category: Accounts Payable (363)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We are re-categorizing this feedback to get it in front of the right team - "Accounts payable".

Sincerely,

PM, Ilya Kondratenko

Microsoft.

21

Using Prepayment functionality of PO , Vendor Aging Balance column is not matching with GL

Hi There,

This idea is related with unbalancing of Vendor Aging and TB balance if a prepayment functionality of PO has been used.

Steps;

-AP Parameters should be removed of Prepayment posting profile.

-PO Created, Prepayment tagged with PO.

-Prepayment invoic...

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Category: Accounts Payable (363)

STATUS DETAILS
Under Review
20

[POL] Split payment rules for procurement category

Split payment rules cannot be set for procurement category


If Customer use pending vendor invoices with procurement category, for which we cannot use split payment item group to minimize the rule to specific items/services. 

If we just put thresho...

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Category: Accounts Payable (363)

STATUS DETAILS
New
20

Remove the ability to select an unrelated PO and attach it to a vendor invoice

We have discovered that you can create a vendor invoice and select a PO from the drop down and not bring any lines in. If you click update match status, it will show as passed even though there are no lines from the PO on the vendor invoice. Once it is posted, if you search vendor transactions...

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1 Comments

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Category: Accounts Payable (363)

STATUS DETAILS
Under Review
20

Recurring AP Invoices

Current functionality for AP invoicing does not offer the ability to setup recurring automatic AP Invoicing. Believe it would be very beneficial for most of our D365FO customers to have automatic recurring AP Invoice functionality which does not require any manual intervention. Example: paying...

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0 Comments

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Category: Accounts Payable (363)

STATUS DETAILS
Needs Votes
18

Post invoices automatically for non-direct delivery intercompany POs

When stock orders are shipped to receiving company via intercompany relation, the invoice from the shipping company should post automatically in the receiving company upon receipt or when the invoice is posted. This option exists for direct delivery POs, but does not for non-direct delivery PO...

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0 Comments

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Category: Accounts Payable (363)

STATUS DETAILS
Needs Votes